See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,685 | $159,602-92.1% | $150,045-91.5% | $142,382-91.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.90% | 70.24%-32.3pp | 62.55%-24.6pp | 217.08%-179.2pp |
| Employer contribution / active EE | $711 | $4,961-85.7% | $4,693-84.9% | $4,299-83.5% |
| Participant deferral / active EE | $4,777 | $8,310-42.5% | $7,997-40.3% | $6,507-26.6% |
| Admin fee / account holder | $233 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |